AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.8M
3
+$3.37M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.52M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$1.34M

Top Sells

1
+$6.61M
2
+$3.21M
3
+$2.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.33M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.61M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$3K ﹤0.01%
34
+11
277
$3K ﹤0.01%
+67
278
$2K ﹤0.01%
42
-2
279
$2K ﹤0.01%
10
280
$2K ﹤0.01%
28
281
$2K ﹤0.01%
660
282
$2K ﹤0.01%
33
283
$1K ﹤0.01%
35
-379
284
$1K ﹤0.01%
33
285
$1K ﹤0.01%
83
-559
286
$1K ﹤0.01%
2
287
$1K ﹤0.01%
6
288
$1K ﹤0.01%
6
-10
289
$1K ﹤0.01%
8
290
$1K ﹤0.01%
38
-1
291
$1K ﹤0.01%
5
292
$1K ﹤0.01%
1
293
$1K ﹤0.01%
3
294
– –
-200
295
– –
-22
296
– –
-421
297
– –
-628
298
– –
-554
299
$0 ﹤0.01%
3
300
$0 ﹤0.01%
47
+2
10 11
12
13 14